TrainCat Tutorial - Configuration Setup, Active Inventory

TrainCat - Tutorial Lesson 2
Configuring the Active Inventory

Once TrainCat initializes, the program opens to the main screen where Your Inventory is entered, viewed and maintained. But first, we want to look in the upper left corner of the screen where there is a drop-down menu system which will provide access to the other modules of TrainCat. New to version 2.00.0000, TrainCat can maintain more than one Inventory. Therefore, this tutorial lesson will concentrate on initializing and configuring TrainCat's Active Inventory.

To begin, click on the Config menu and then on the Collection Manager option of the drop-down menu bar. The will open the screen where all Collections are created and maintained.

If just using TrainCat for the first time, the user will find the default collection in the Manager screen. The text displayed may be different than shown in the image. The user should edit the default collection record to reflect his/her own.

Click the Edit button to begin. The Collection Name is the identification for the collection and is the field shown within the Inventory. Change the name as required.

The Owner Information will only be used for the report headers and summary page. One of the main benefits of TrainCat is the Insurance Report and the personal information must be entered in this defaults screen to have any relevance. Enter as much information as you require.

When finished, Click on the Save button. If more than one Collection will be created, click on the Add button and repeat the process.

Click the Exit button to close this screen. Please continue the Tutorial Step #2A, Configuring System Defaults